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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,875 | $181,896-75.3% | $156,551-71.3% | $273,972-83.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.57% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $11,363 | $6,248+81.9% | $5,501+106.5% | $4,869+133.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $119 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |